Sentences with phrase «allocation on a set date»

It describes when and how changes to the portfolio will be made: for example, it could specify that your asset mix should be rebalanced to its original allocation on a set date each year.

Not exact matches

In 2011, I decided we might as well go on in and once our allocation weightings were set, just leave it and let it ride until we retire in 2036 (the earliest date we can retire as federal government civil servants).

The timing of portfolio rebalancing can be based on either a calendar date or a set target about the changing weights of the current asset allocation from those of the original mix (for example, if an asset class differs by more than 5 % of the original allocation).